Filed December 2, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,289 | $56,897+53.4% | $84,750+3.0% | $62,891+38.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.15% | 6.30%+0.8pp | 22.78%-15.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $4,047 | $2,400+68.6% | $3,574+13.2% | $2,281+77.4% |
| Participant deferral / active EE | $3,209 | $2,709+18.5% | $3,712-13.5% | $3,203+0.2% |
| Admin fee / account holder | $8,660 | $3,581+141.8% | $5,332+62.4% | $4,296+101.6% |